Core Insights - Stratasys Ltd. has announced the full commercial availability of its RadioMatrix™ radiopaque 3D printing material in the United States, marking a significant milestone for the company [1] - This development allows healthcare providers, device manufacturers, and research institutions across the U.S. to access and utilize the material for advanced medical imaging and training applications [1] - RadioMatrix is noted as the first and only material of its kind available for these specific applications [1] Company Developments - The announcement follows initial limited deployments of the RadioMatrix material, indicating a progression from pilot testing to full market availability [1] - The introduction of RadioMatrix is expected to enhance capabilities in medical imaging and training, potentially leading to improved outcomes in healthcare [1] Industry Impact - The availability of RadioMatrix may influence the landscape of 3D printing in the medical sector, providing new opportunities for innovation in medical devices and training methodologies [1] - This move aligns with the growing trend of integrating advanced materials in healthcare technology, reflecting the industry's shift towards more sophisticated and effective solutions [1]

Core Insights - Stratasys Ltd. has announced a partnership with Addion GmbH and Eyecer.at GmbH to implement a Digital Anatomy Solution for creating 3D-printed anatomical eye models for eyelid surgery training [1] Company Developments - The collaboration marks the introduction of Europe's first 3D-printed anatomical eye models, enhancing training for surgeons and medical students [1] - The solution has already been adopted by the Anatomical Institute of the University of Innsbruck, indicating a successful implementation in a medical education setting [1] Industry Impact - This innovation in medical training technology signifies a growing trend towards the use of 3D printing in healthcare, particularly in surgical training [1] - The adoption of such advanced training tools may improve surgical outcomes and enhance the skill set of medical professionals [1]

Core Insights - Stratasys is expanding its offerings by entering the metal 3D printing sector through a partnership with Tritone Technologies, enhancing its position in the additive manufacturing industry and increasing its total addressable market [1][4]. Company Overview - Stratasys is a global leader in polymer additive manufacturing, now integrating production-grade metal and ceramic technology into its portfolio, positioning itself as a comprehensive provider of additive manufacturing solutions [2][3]. Strategic Partnership - The collaboration with Tritone Technologies aims to simplify the adoption of additive manufacturing by reducing complexity in vendor choices, aligning with industry trends towards large-scale manufacturing [3][4]. - Stratasys has acquired a minority ownership stake in Tritone and has structured a phased commercial agreement to support Tritone's reseller network and leverage sales synergies [4][5]. Technological Advancements - Tritone's MoldJet technology is a key component of this partnership, offering a powder-free additive manufacturing process that enables high throughput production of metal and ceramic parts, suitable for various industries [7][6]. - MoldJet technology allows for quick changeovers between different materials, enhancing productivity and enabling the production of complex geometries in a single batch [7]. Market Impact - The partnership is expected to accelerate growth for both companies and provide significant value to the market, as Stratasys' extensive experience complements Tritone's technological capabilities [5][8]. - The collaboration is seen as a validation of Tritone's vision and efforts to deliver innovative manufacturing solutions, enhancing customer confidence in adopting additive manufacturing technologies [8].

Exhibit 99.1 STRATASYS LTD. CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS FOR THE THREE AND NINE MONTHS ENDED SEPTEMBER 30, 2025 (UNAUDITED) 1 STRATASYS LTD. CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS (Unaudited) INDEX TO CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS FOR THE THREE AND NINE MONTHS ENDED SEPTEMBER 30, 2025 (UNAUDITED) | Item | Page | | --- | --- | | Consolidated Balance Sheets | 3 | | Consolidated Statements of Operations and Comprehensive Loss | 4 | | Consolidated Statem ...

Financial Data and Key Metrics Changes - Consolidated revenue for Q3 2025 was $137 million, down 2.1% compared to Q3 2024, reflecting ongoing macro-driven capital equipment spending constraints [13] - GAAP gross margin was 41% for the quarter, down from 44.8% in the same period last year, while non-GAAP gross margin was 45.3%, down from 49.6% [14] - GAAP net loss for the quarter was $55.6 million, or $0.65 per diluted share, compared to a net loss of $26.6 million, or $0.37 per diluted share for the same period last year [16] - Non-GAAP net income for the quarter was $1.5 million, or $0.02 per diluted share, compared to a net income of $0.4 million, or $0.01 per diluted share in the same period last year [16] - Adjusted EBITDA was $5 million for the quarter, compared to $5.1 million in the same period last year [17] Business Line Data and Key Metrics Changes - Product revenue in Q3 was $94.1 million, flat compared to the same period last year, while service revenue was $42.9 million, down from $45.9 million [13] - Within product revenue, system revenue was $32.1 million, up from $31.7 million in the same period last year, and consumables revenue was $62 million, compared to $62.4 million last year [13] Market Data and Key Metrics Changes - The aerospace and defense sectors showed strong performance, with notable purchases from companies like Boeing and Honeywell, indicating continued confidence in the company's solutions [7][8] - The company secured significant investments from a leading U.S.-based technology company for large-scale prototyping and future production parts [9] Company Strategy and Development Direction - The long-term strategy focuses on trends reshaping manufacturing, including supply chain localization, next-generation mobility, and sustainability goals [6] - The company aims to leverage its technology to mitigate supply chain risks and address geopolitical issues, reinforcing the strategic value of localized manufacturing [6] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about specific verticals and applications, noting that the stability of recurring revenue streams provides a foundation for growth [20] - The company anticipates improvements in gross margin starting in Q4 2025, driven by price increases and ongoing cost reduction efforts [23][18] Other Important Information - The company ended the quarter with $255 million in cash and no debt, positioning itself well for value-enhancing opportunities [17] - A non-cash, non-recurring impairment charge of $33.9 million related to an investment in UltiMaker contributed to the larger GAAP net loss [16] Q&A Session Summary Question: Can you talk about the gross margin trajectory? - Management expects improvement in gross margin starting in Q4 2025, with continued enhancements into 2026 [23] Question: Are there significant opportunities with the social media AI company? - Management confirmed that they are focused on manufacturing use cases, particularly in aerospace and defense, and expect growth in these areas next year [25][27] Question: What is the status of production applications and sales cycles? - Management noted slight improvements in sales cycles, indicating a positive outlook for long-term opportunities [30] Question: What is the outlook for consumables revenue? - Management indicated that consumables are stable, with expectations for gradual increases as the focus shifts to high-end manufacturing applications [36] Question: How does the company view the dental opportunity? - Management expressed confidence in the dental market, highlighting recent strategic hires and partnerships that position the company well for growth [43][44]

Financial Data and Key Metrics Changes - Consolidated revenue for Q3 2025 was $137 million, down 2.1% compared to Q3 2024, reflecting ongoing macro-driven capital equipment spending constraints [13] - GAAP gross margin was 41% for the quarter, down from 44.8% in the same period last year, while non-GAAP gross margin was 45.3%, down from 49.6% [14] - GAAP net loss for the quarter was $55.6 million, or $0.65 per diluted share, compared to a net loss of $26.6 million, or $0.37 per diluted share in the same period last year [16] - Non-GAAP net income for the quarter was $1.5 million, or $0.02 per diluted share, compared to a net income of $0.4 million, or $0.01 per diluted share in the same period last year [16] - Adjusted EBITDA was $5 million for the quarter, compared to $5.1 million in the same period last year [17] Business Line Data and Key Metrics Changes - Product revenue in Q3 was $94.1 million, flat compared to the same period last year, while service revenue was $42.9 million, down from $45.9 million [13] - Within product revenue, system revenue was $32.1 million, up from $31.7 million in the same period last year, and consumables revenue was $62 million, compared to $62.4 million last year [13] Market Data and Key Metrics Changes - The aerospace and defense sectors showed strong performance, with notable purchases from companies like Boeing and Honeywell, indicating continued confidence in the company's solutions [7] - The company participated in Trident Warrior 25, showcasing its capabilities in distributed advanced manufacturing for military applications [8] Company Strategy and Development Direction - The long-term strategy focuses on trends reshaping manufacturing, including supply chain localization, next-generation mobility, and sustainability goals [6] - The company aims to leverage its technology to mitigate supply chain risks and address geopolitical issues, reinforcing the strategic value of localized manufacturing [6] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about specific verticals and applications, noting that the stability of recurring revenue streams provides a foundation for growth [20] - The company anticipates improvements in gross margin starting in Q4 2025, driven by price increases and cost reduction efforts [23] Other Important Information - The company ended the quarter with $255 million in cash and no debt, positioning itself well for value-enhancing opportunities [17] - A non-cash impairment charge of $33.9 million related to an investment in Ultimaker contributed to the larger GAAP net loss [16] Q&A Session Summary Question: Can you talk about the gross margin trajectory? - Management expects improvement in gross margin starting in Q4 2025, with a full impact from price increases anticipated [23] Question: Are there significant opportunities with the social media AI company? - Management is optimistic about growth in aerospace, defense, dental, and medical applications, with a focus on high-end manufacturing use cases [25][26] Question: What is the status of production applications and sales cycles? - Management noted slight improvements in sales cycles, with a focus on long-term opportunities in aerospace and defense [30] Question: What is the outlook for consumables revenue? - Consumables revenue is expected to stabilize, with growth anticipated as the company focuses on high-end manufacturing applications [35][36] Question: What are the expectations for operating expenses? - Management expects operating expenses to trend slightly down in Q4 2025, continuing tight cost management while investing in growth [38] Question: How does material pricing impact gross margins? - Management is working on improving material prices to enhance competitiveness, particularly in high-performance applications [39] Question: What is the potential in the dental market? - Management is optimistic about the dental market, highlighting recent leadership hires and strategic focus on restorative dental applications [43][44]

Financial Data and Key Metrics Changes - Consolidated revenue for Q3 2025 was $137 million, down 2.1% compared to Q3 2024, reflecting ongoing macro-driven capital equipment spending constraints [12] - GAAP gross margin was 41% for the quarter, down from 44.8% in the same period last year, while non-GAAP gross margin was 45.3%, down from 49.6% [13] - GAAP net loss for the quarter was $55.6 million, or $0.65 per diluted share, compared to a net loss of $26.6 million, or $0.37 per diluted share for the same period last year [15] - Non-GAAP net income for the quarter was $1.5 million, or $0.02 per diluted share, compared to a net income of $0.4 million, or $0.01 per diluted share in the same period last year [15] Business Line Data and Key Metrics Changes - Product revenue was $94.1 million, flat compared to the same period last year, with system revenue at $32.1 million, up from $31.7 million [12] - Service revenue was $42.9 million, down from $45.9 million in the same period last year, with customer support revenue at $29.3 million, compared to $31 million last year [12][13] - Hardware sales saw a year-over-year increase, particularly in aerospace and defense, with notable purchases from major industry players [6][8] Market Data and Key Metrics Changes - The aerospace and defense sectors showed strong performance, with significant customer purchases from companies like Boeing and Honeywell [6][8] - The company participated in Trident Warrior 25, showcasing its advanced manufacturing capabilities for military applications [7] - The dental vertical is being strategically enhanced with new leadership and product offerings, indicating growth potential in this market [10] Company Strategy and Development Direction - The long-term strategy focuses on trends reshaping manufacturing, including supply chain localization and sustainability goals [5] - The company aims to leverage its technology to mitigate supply chain risks and address geopolitical issues, reinforcing its strategic value proposition [5] - Investments in high-value verticals such as aerospace, defense, and dental are prioritized to drive growth and scale [6][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic challenges and emphasized the importance of operational excellence and customer partnerships [4][5] - The outlook for 2025 includes expectations for revenue between $550 million and $560 million, with non-GAAP gross margin ranging from 46.7% to 47% [17] - Management highlighted the potential for improved gross margins in Q4 2025 due to implemented price increases [22] Other Important Information - The company ended the quarter with $255 million in cash and no debt, positioning itself well for future opportunities [16] - A non-cash impairment charge of $33.9 million related to an investment in Ultimaker contributed to the larger GAAP net loss [15] Q&A Session Summary Question: Can you talk about the gross margin trajectory? - Management anticipates improvement in gross margin starting in Q4 2025, with the full impact of price increases expected [21][22] Question: Are there significant opportunities with the social media AI company? - Management confirmed a clear strategy focused on manufacturing, with expectations for growth in aerospace, defense, and tooling applications [23][24] Question: What is the status of production applications and sales cycles? - Management noted slight improvements in sales cycles, with a focus on long-term opportunities in aerospace and defense [27][28] Question: What is the outlook for consumables revenue? - Management indicated that consumables are stable, with expectations for increased consumption as focus shifts to high-end manufacturing applications [32][33] Question: What is the outlook for operating expenses? - Management expects operating expenses to trend slightly down in Q4, continuing tight cost management while investing in growth [35] Question: How does material pricing impact gross margins? - Management acknowledged that material pricing is a variable but emphasized ongoing efforts to improve material costs and differentiate offerings [36] Question: What is the potential in the dental market? - Management expressed optimism about the dental opportunity, highlighting recent leadership recruitment and strategic focus on restorative dental applications [39][40] Question: What are the prospects for future purchases from the AI social media company? - Management noted the potential for significant future purchases as the company transitions from prototyping to manufacturing [41]

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Q3 2025 Financial Results - Q3 2025 revenue reached $137 million[32, 34, 58], a decrease of 2.1% compared to Q3 2024[58] - GAAP gross profit was $56.1 million[58], with a margin of 41.0%[38, 58], while non-GAAP gross profit was $62.1 million[58], with a margin of 45.3%[38, 58] - GAAP operating loss was $22.7 million[44, 58], representing a -16.6% margin[58], while non-GAAP operating income was $0.1 million[44, 58], representing a 0.1% margin[44, 58] - GAAP net loss was $55.6 million[44, 58], or -$0.65 diluted EPS[44, 58], which includes a non-cash impairment charge of $33.9 million related to Ultimaker investment[44], while non-GAAP net income was $1.5 million[44, 58], or $0.02 diluted EPS[44, 58] - Adjusted EBITDA was $5.0 million[44, 61], representing 3.6% of total revenue[44] - Cash and cash equivalents and short-term deposits totaled $255 million[47, 49] Operational Highlights - Disciplined cost management led to a 440bp reduction in adjusted OpEx[30], contributing to solid OCF and EPS[12, 30] - The company is focused on operational excellence, partnerships, and strategy execution to advance additive innovation[12] - Noteworthy purchases from Honeywell, TE Connectivity and L3Harris in the defense sector[16] - A leading social media, AI, VR/AR company purchased four F3300 FDM systems for large-scale prototyping and production parts[19, 23] 2025 Full-Year Outlook - The company projects full-year revenue between $550 million and $560 million[52] - Non-GAAP gross margins are expected to be between 46.7% and 47.0%[52] - Non-GAAP operating expenses are projected to be between $248 million and $251 million[52]

Core Insights - Stratasys announced a series of innovations across its FDM, SAF, P3™ DLP, and software platforms aimed at enhancing material choices, improving throughput, and introducing new capabilities for manufacturers in additive production [1] Group 1: Innovations and Developments - The new solutions will be showcased at Formnext 2025, scheduled for November 18-21 in Frankfurt, Germany [1] - The expansion of the materials portfolio is a key focus, which is expected to benefit manufacturers by streamlining their additive production processes [1] - Improvements in print speeds and the introduction of smarter software capabilities are also part of the innovations being rolled out [1]